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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,220 | $48,053-49.6% | $84,628-71.4% | $72,975-66.8% |
| Participation rate | 34.8% | 57.6%-22.8pp | 68.2%-33.5pp | 69.5%-34.7pp |
| Annual return | 23.36% | 37.39%-14.0pp | 258.80%-235.4pp | 81.01%-57.7pp |
| Employer contribution / active EE | $331 | $1,602-79.3% | $2,653-87.5% | $2,440-86.4% |
| Participant deferral / active EE | $778 | $2,681-71.0% | $3,900-80.1% | $3,608-78.4% |
| Admin fee / account holder | $1,223 | $3,395-64.0% | $4,914-75.1% | $5,124-76.1% |